2023 Form 5500 filing — Local Union 598 Plumbing & Pipefitting Industry Ea Medicare-Eligible Retiree Health Reimbursement Arr
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250717172612NAL0000752705003) for Local Union 598 Plumbing & Pipefitting Industry Ea Medicare-Eligible Retiree Health Reimbursement Arr, reported by Trustees Of Local 598 Plumbing & Pipefitting Industry H&W Plan under EIN 91-0973983 and plan number 502. It reports 219 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250717172612NAL0000752705003
- Filing year
- 2023
- Form type
- 1
- Plan sponsor
- Trustees Of Local 598 Plumbing & Pipefitting Industry H&W Plan
- EIN
- 91-0973983
- Plan number
- 502
- Location
- Portland, OR
- Participants
- 219
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $1,130,389
- Total liabilities (EOY)
- $83,073
- Net assets (EOY)
- $1,047,316
- Employer contributions
- $1,648,340
- Participant contributions
- $859,287
- Total income / additions
- $2,539,648
- Benefits paid
- $2,058,770
- Administrative expenses
- $145,985
- Total expenses
- $2,204,755
- Net increase / (decrease)
- $334,893
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Benesys, Inc. | NONE | $47,709 | not reported in the loaded dataset |
| Parker Smith And Feek | NONE | $20,817 | not reported in the loaded dataset |
| United Assoc. Of Journeyman Loc 598 | NONE | $19,727 | not reported in the loaded dataset |
| Turner, Stoeve & Gagliardi, P.S. | NONE | $11,853 | not reported in the loaded dataset |
| Milliman Usa | NONE | $8,050 | not reported in the loaded dataset |
| Platform Cpa'S Llp | NONE | $8,022 | not reported in the loaded dataset |
| Nuwest Insurance Services | NONE | $7,996 | not reported in the loaded dataset |